Money and Memory: A Coming Concern

Financial managers look for answers to a growing dilemma

by Eileen Ambrose, October 2015

Indianapolis financial adviser Leslie Thompson saw the signs of dementia in her client even before a doctor’s diagnosis confirmed it last year.

The woman, in her early 80s, suddenly started bouncing checks and asking for cash withdrawals from her account a couple of times a week. Thompson set up a bill-paying system to help the client, the second in two years to begin suffering from dementia.